SCHWAB STRATEGIC TR's ticker is SCHR and the CUSIP is 808524854. A total of 288 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $30,398,000 | +11.5% | 570,858 | +17.5% | 0.72% | +3.4% |
| Q4 2021 | $27,265,000 | -11.3% | 485,667 | -10.4% | 0.70% | -24.2% |
| Q3 2021 | $30,754,000 | +11.7% | 542,295 | +12.0% | 0.92% | -5.8% |
| Q2 2021 | $27,532,000 | +14.7% | 484,118 | +13.7% | 0.98% | -19.3% |
| Q1 2021 | $24,011,000 | +10.4% | 425,646 | +14.0% | 1.21% | -25.5% |
| Q4 2020 | $21,742,000 | +12.8% | 373,440 | +13.7% | 1.62% | -6.9% |
| Q3 2020 | $19,276,000 | +11.6% | 328,488 | +11.8% | 1.74% | -33.1% |
| Q2 2020 | $17,265,000 | +22.5% | 293,730 | +22.0% | 2.60% | -35.8% |
| Q1 2020 | $14,089,000 | +43.1% | 240,832 | +34.4% | 4.05% | -3.9% |
| Q4 2019 | $9,844,000 | +11.0% | 179,206 | +12.2% | 4.21% | -2.8% |
| Q3 2019 | $8,872,000 | +16.0% | 159,682 | +14.7% | 4.33% | +0.7% |
| Q2 2019 | $7,648,000 | +8.1% | 139,164 | +5.8% | 4.30% | -23.3% |
| Q1 2019 | $7,074,000 | +10.4% | 131,531 | +8.7% | 5.61% | -12.8% |
| Q4 2018 | $6,405,000 | – | 120,962 | – | 6.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INSIGHT 2811, INC. | 807,846 | $47,033,000 | 27.69% |
| HC Advisors, LLC | 361,486 | $21,046,000 | 14.39% |
| WNY Asset Management, LLC | 449,186 | $26,151,000 | 13.22% |
| Your Advocates Ltd., LLP | 290,480 | $16,912,000 | 12.44% |
| ASSET PLANNING CORPORATION | 154,794 | $9,012,000 | 8.94% |
| BerganKDV Wealth Management, LLC | 878,389 | $51,140,000 | 7.19% |
| Clear Perspectives Financial Planning, LLC | 155,878 | $9,075,000 | 5.75% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 158,901 | $9,251,000 | 5.52% |
| STERLING INVESTMENT MANAGEMENT, LLC | 115,933 | $6,750,000 | 4.79% |
| Beacon Wealthcare, Inc | 117,758 | $6,856,000 | 3.99% |